Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49340.94 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45279.73 Kr¶
PnL: ---------------------------------------> 223.73 Kr¶
DD now: ---------------------------------> -7.115 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:46:31.491924'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.010000 | 1677.600000 | 208.600000 | 14.200000 | 1468.999998 |
| Sedana Medical | 93 | 5.210000 | 2702.580000 | 181.580000 | 7.200000 | 2521.000011 |
| Orrön Energy | 180 | 3.890000 | 2136.600000 | 93.600000 | 4.580000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 2.830000 | 979.500000 | 44.500000 | 4.760000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.220000 | 1000.800000 | 39.800000 | 4.140000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Catena | 2 | 2.990000 | 827.200000 | 35.200000 | 4.440000 | 792.000000 |
| Sagax B | 4 | 2.490000 | 888.400000 | 34.400000 | 4.030000 | 854.000000 |
| Hoist Finance | 35 | 0.700000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| JM | 6 | 1.710000 | 892.800000 | 28.800000 | 3.330000 | 864.000000 |
| Hexatronic Group | 12 | 2.010000 | 987.600000 | 20.600000 | 2.130000 | 966.999996 |
| Gränges | 9 | 2.040000 | 946.800000 | 18.800000 | 2.030000 | 927.999999 |
| Byggmax Group | 33 | 1.940000 | 971.520000 | 15.520000 | 1.620000 | 956.000001 |
| BioGaia B | 8 | 1.030000 | 944.000000 | 14.000000 | 1.510000 | 930.000000 |
| Bilia A | 8 | 0.710000 | 906.400000 | 6.400000 | 0.710000 | 900.000000 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| EQT | 4 | 0.290000 | 830.400000 | -1.600000 | -0.190000 | 832.000000 |
| ASSA ABLOY B | 3 | -0.700000 | 770.400000 | -8.600000 | -1.100000 | 779.000001 |
| Biotage | 7 | -1.410000 | 929.600000 | -11.400000 | -1.210000 | 940.999997 |
| Alimak Group | 11 | -0.360000 | 914.100000 | -13.900000 | -1.500000 | 927.999996 |
| OX2 | 13 | -0.620000 | 934.700000 | -15.300000 | -1.610000 | 949.999999 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| VEF | 909 | 0.000000 | 1818.000000 | -32.000000 | -1.730000 | 1850.000436 |
| SKF B | 5 | -2.600000 | 907.750000 | -32.250000 | -3.430000 | 940.000000 |
| Addnode Group B | 11 | -1.460000 | 888.250000 | -32.750000 | -3.560000 | 921.000003 |
| Vitec Software Group B | 2 | 0.580000 | 1048.000000 | -39.000000 | -3.590000 | 1087.000000 |
| Indutrade | 5 | 1.420000 | 1177.500000 | -40.500000 | -3.330000 | 1218.000000 |
| Latour B | 4 | -0.440000 | 814.400000 | -42.600000 | -4.970000 | 857.000000 |
| Hexagon B | 26 | 0.730000 | 3415.100000 | -45.900000 | -1.330000 | 3461.000010 |
| BHG Group | 97 | 3.010000 | 1395.830000 | -63.170000 | -4.330000 | 1458.999989 |
| Bufab | 3 | -1.370000 | 1038.600000 | -70.400000 | -6.350000 | 1109.000001 |
| INVISIO | 16 | -0.440000 | 3584.000000 | -105.000000 | -2.850000 | 3689.000000 |
| TOTAL | 45279.730000 | 223.730000 | -7.11481% | 45056.000411 |
Updated:¶
'2023-07-04 10:46:48.510938'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
